Lending Client Coordinator

Compeer Financial · Client Service Team

Pay: $42,300–$66,600/yr
Where: WI-Onalaska
Posted: Sep 8

Empowered to live. Inspired to work.

Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally.

How we support you:

Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs.

To learn more about Compeer Financial visit www.compeer.com/careers.

This position offers a hybrid work option up to 50% remote and is based out of the Onalaska, WI office location.

The contributions you will make:

Serves as the first point of contact f…

What you'd do

Provides front line customer service to clients, proactively identifying needs and resolving a variety of requests via phone, online and in-person to ensure a positive and consistent experience.
Establishes, develops and maintains a strong relationship with internal and external clients and third parties, acting as a liaison between groups.
Provides exceptional service to all clients and a consistent client experience that aligns with the mission and vision of Compeer.
Communicates, collaborates with and provides assistance to other business units and/or teams to meet the needs of internal and external clients.
Educates the team, clients and third parties on basic policies, processes, transactional delivery and servicing.
Takes appropriate steps to help identify and prevent fraud.
Assists Sales Team in determining appropriate client products and delivery tools. Actively promotes the organization’s products and services to enhance the relationship and efficiency for the client.
Serves as a back-up to the Contact Center when needed.
Provides servicing for PCA loan renewals, ensuring accuracy in all transactions. Coordinates and tracks the compilation of documents needed for servicing transactions and scans and indexes documents
Coordinates, reviews and determines documents needed to perfect Compeer’s required lien position on servicing transactions.